2650 W. Market St.
2nd Floor
Akron, Ohio 44333
Tel: 330-864-9516
REVISOR WEALTH MANAGEMENT LLC, formally registered with the SEC as REVISOR WEALTH MANAGEMENT LLC. The firm was established in 03/12/2021. They have over 3 offices throughout the country.
REVISOR WEALTH MANAGEMENT LLC is a Akron, Ohio based Financial Planning firm with nearly $1,722,228,919 assets under management, offering retirement planning & investment advisory services to 6259 clients. The firm is staffed with 8 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 169814 |
SEC# | 801-120505 |
Assets Managed by Firm | $1,722,228,919 |
No. of Clients | 6259 |
No. of Advisors | 8 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 6259 | $1,722,228,919 |
Individuals (other than high net worth individuals) | 2160 | $599,963,660 |
High net worth individuals | 327 | $1,054,695,090 |
Charitable organizations | 13 | $45,187,714 |
Corporations or other businesses | 8 | $22,382,455 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$79,457,379,980 | 1444 | 158 | |
$78,252,229,704 | 130 | 135 | |
$54,569,476,420 | 741 | 48 | |
$30,011,530,941 | 3811 | 127 | |
$26,738,929,617 | 39 | 84 |
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